Civic Intelligence

Iota Fund

990PF • Fiscal year 2017 • EIN 77-0371721

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 31, 2018

Organization Profile
849 Almar Ave C-164Santa Cruz, CA 95060

(310) 842-8704

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

88th percentile

0.22x

Higher debt load relative to revenue than 88% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

2nd percentile

-686%

Higher net margin than 2% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

23rd percentile

-14%

Faster asset growth than 23% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

2nd percentile

-94%

Faster revenue growth than 2% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$78,974

Down $12,520 (-14%) from 2016

Net Assets

Down

$78,589

Down $11,878 (-13%) from 2016

Liabilities

Down

$385

Down $642 (-63%) from 2016

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin2nd percentile

Revenue

Down

$1,731

Down $28,679 (-94%) from 2016

Expenses

Down

$13,609

Down $16,046 (-54%) from 2016

Net Income

Down

-$11,878

Down $12,633 (-1673%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100K$50K$0Assets 2015: $91,001Liabilities 2015: $1,289Net Assets 2015: $89,7122015Assets 2016: $91,494Liabilities 2016: $1,027Net Assets 2016: $90,4672016Assets 2017: $78,974Liabilities 2017: $385Net Assets 2017: $78,5892017Assets 2018: $74,793Liabilities 2018: $874Net Assets 2018: $73,9192018Assets 2019: $75,678Liabilities 2019: $597Net Assets 2019: $75,0812019Assets 2020: $75,556Liabilities 2020: $925Net Assets 2020: $74,6312020Assets 2021: $75,190Liabilities 2021: $612Net Assets 2021: $74,5782021Assets 2022: $82,051Liabilities 2022: $876Net Assets 2022: $81,1752022Assets 2023: $76,449Liabilities 2023: $1,008Net Assets 2023: $75,4412023Assets 2024: $74,611Liabilities 2024: $4,895Net Assets 2024: $69,7162024

Highlighted filing

2017

Assets$78,974
Liabilities$385
Net Assets$78,589
Open 2017 Filing

Operations Trend

Revenue Growth2nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40K$20K$0-$20KRevenue 2015: $24,165Expenses 2015: $14,723Net Income 2015: $9,4422015Revenue 2016: $30,410Expenses 2016: $29,655Net Income 2016: $7552016Revenue 2017: $1,731Expenses 2017: $13,609Net Income 2017: -$11,8782017Revenue 2018: $7,703Expenses 2018: $12,373Net Income 2018: -$4,6702018Revenue 2019: $13,562Expenses 2019: $12,400Net Income 2019: $1,1622019Revenue 2020: $10,949Expenses 2020: $11,399Net Income 2020: -$4502020Revenue 2021: $11,260Expenses 2021: $11,313Net Income 2021: -$532021Revenue 2022: $20,474Expenses 2022: $13,877Net Income 2022: $6,5972022Revenue 2023: $10,811Expenses 2023: $16,545Net Income 2023: -$5,7342023Revenue 2024: $10,498Expenses 2024: $16,223Net Income 2024: -$5,7252024

Highlighted filing

2017

Revenue$1,731
Expenses$13,609
Net Income-$11,878
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 31, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LARRY CUBAPresidentFT$0--
JEREMY S SCHWARTZSecretary-$0--
AUDRI PHILLIPSDirector-$0--
ROBERTA FRIEDMANTreasurer-$0--
SARA PETTYDirector-$0--
PAMELA TAYLORDirector-$0--
ANGELA DIAMOSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Iota Fund
EIN
77-0371721
Phone
3108428704
Address
849 ALMAR AVE C-164, SANTA CRUZ, CA 95060

Signing Officer

Name
Larry Cuba
Title
President
Signed
2018-10-31
Discuss with paid preparer
Yes

Preparer

Firm
Gekakis & Company
Address
345 LORTON AVE SUITE 204, BURLINGAME, CA 94010
Preparer
William L Gekakis
Phone
6503495700
Raw XML Appendix298 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt026197
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0104102
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt012861
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt029655
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt014098
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt017293
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt030195
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013609
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt012861
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0130299
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0117438
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt058176
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt15898
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt21194
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ARTIST COLLECTIONS & CAPITALIZED COSTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1RESEARCH CENTER LIBRARY
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2TRADEMARKS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt058176
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt15898
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt21194
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt058176
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt15898
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt21194
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1COMPUTER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ROYALTIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0575
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1515
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2769
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0575
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1515
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2769
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0987
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt140
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0CREDIT CARD LIABILITY
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1SALES TAX LIABILITY
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0364
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt121
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0300
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1760
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CONSULTING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1PUBLIC RELATIONS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0300
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt1760
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
SalesOfInventoryList/InventorySaleGrp/CategoryTxt0BOOKS, CDS
SalesOfInventoryList/InventorySaleGrp/CostOfGoodsSoldAmt0312
SalesOfInventoryList/InventorySaleGrp/GrossSalesAmt02043
SalesOfInventoryList/InventorySaleGrp/NetAmt01731
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/CategoryTxt0STATE TAXES AND FILING FEES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt035
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LARRY CUBA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IOTA FUND
ReturnHeader/Filer/BusinessNameControlTxt0IOTA
ReturnHeader/Filer/EIN0770371721
ReturnHeader/Filer/PhoneNum03108428704
ReturnHeader/Filer/USAddress/AddressLine1Txt0849 ALMAR AVE C-164
ReturnHeader/Filer/USAddress/CityNm0SANTA CRUZ
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095060
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0943242397
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GEKAKIS & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0345 LORTON AVE SUITE 204
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BURLINGAME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094010
ReturnHeader/PreparerPersonGrp/PhoneNum06503495700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William L Gekakis
ReturnHeader/ReturnTs02018-11-05T11:54:31-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$78,974
Liabilities
$385
Net assets
$78,589
Revenue
$1,731
Expenses
$13,609
Net income
-$11,878
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$74.6$4.90$69.7$10.5$16.2$5.73
2023Detailed filing. Detailed filing data is available for this year.$76.4$1.01$75.4$10.8$16.5$5.73
2022Detailed filing. Detailed filing data is available for this year.$82.1$0.88$81.2$20.5$13.9$6.60
2021Detailed filing. Detailed filing data is available for this year.$75.2$0.61$74.6$11.3$11.3$0.05
2020Detailed filing. Detailed filing data is available for this year.$75.6$0.93$74.6$10.9$11.4$0.45
2019Detailed filing. Detailed filing data is available for this year.$75.7$0.60$75.1$13.6$12.4$1.16
2018Detailed filing. Detailed filing data is available for this year.$74.8$0.87$73.9$7.70$12.4$4.67
2017Detailed filing. Detailed filing data is available for this year.$79.0$0.39$78.6$1.73$13.6$11.9
2016Detailed filing. Detailed filing data is available for this year.$91.5$1.03$90.5$30.4$29.7$0.76
2015Detailed filing. Detailed filing data is available for this year.$91.0$1.29$89.7$24.2$14.7$9.44